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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,064 | $135,639-13.0% | $110,241+7.1% | $135,382-12.8% |
| Participation rate | 10.5% | 83.5%-72.9pp | 79.8%-69.3pp | 82.6%-72.1pp |
| Annual return | -3.57% | 513.21%-516.8pp | 314.75%-318.3pp | 519.77%-523.3pp |
| Employer contribution / active EE | $359 | $4,907-92.7% | $3,827-90.6% | $4,779-92.5% |
| Participant deferral / active EE | $2,579 | $5,507-53.2% | $4,672-44.8% | $5,609-54.0% |
| Admin fee / account holder | $946 | $11,457-91.7% | $8,548-88.9% | $10,829-91.3% |